Original filing (PDF)20250922174514NAL0012983970001

SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS

Name: SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS — SPECIALIZED SERVICES FOR LAW FIRMS 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS

Form 5500-SF

FILING_RECEIVED

SPECIALIZED SERVICES FOR LAW FIRMS 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS.

Plan sponsor

Name

SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS

EIN

68-0294763

Address

P.O. BOX 14100 · SANTA ROSA, CA · 95402

Phone

(707) 528-1364

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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